Connect Xero to Workflowy

Both apps 40Xero 30Workflowy 10

• Trigger
  New bill

  Triggered when a new bill (ACCPAY) is added.

• Trigger
  New or updated contact

  Triggered when a contact is created or updated.

• Trigger
  New payment

  Triggered when a new payment is received.

• Trigger
  New sales invoice

  Triggered when a new sales invoice (ACCREC) is added.

• Action
  Add account

  Create a chart of accounts entry.

• Action
  Add credit note

  Create a credit note.

• Action
  Add item

  Create an inventory/sales item.

• Action
  Add purchase order

  Create a purchase order.

• Action
  Add quote

  Create a quote.

• Action
  Create bank transaction

  Create a spend or receive money bank transaction.

• Action
  Create bill

  Create a new bill (Accounts Payable, Type=ACCPAY).

• Action
  Create or update contact

  Create a new contact or update an existing one.

• Action
  Create payment

  Create a payment against an approved invoice.

• Action
  Create sales invoice

  Create a new sales invoice (Accounts Receivable, Type=ACCREC).

• Action
  Find contact by email

  Find a contact by email address.

• Action
  Get contact

  Retrieve a single contact by ContactID.

• Action
  Get invoice

  Retrieve a single invoice by InvoiceID.

• Action
  Get quote

  Returns one quote by its id, with its contact, status, line items and totals.

• Action
  List accounts

  Retrieve the chart of accounts.

• Action
  List bank transactions

  List bank transactions.

• Action
  List contacts

  Retrieve contacts from Xero.

• Action
  List credit notes

  List credit notes.

• Action
  List invoices

  Retrieve sales invoices and bills.

• Action
  List items

  List items.

• Action
  List organisations

  Retrieve organisation details for the connected Xero tenant.

• Action
  List payments

  Retrieve payments.

• Action
  List purchase orders

  List purchase orders.

• Action
  List tax rates

  List tax rates.

• Action
  Update contact

  Update a contact by id.

• Action
  Update invoice

  Update a draft/submitted invoice.

• Action
  Complete a bullet

  Marks an existing Workflowy bullet as complete. Give it the bullet's ID; Workflowy checks the bullet off in place.

• Action
  Create Bullet

  Creates a new bullet in Workflowy, optionally under a parent bullet, with its text, note, layout and position.

• Action
  Delete a bullet

  Deletes a bullet from Workflowy by its ID, along with anything nested under it.

• Action
  Export all bullets

  Returns the entire Workflowy outline for the account — every bullet with its text, note and nested children. Workflowy allows one export per minute.

• Action
  Get a bullet

  Returns one Workflowy bullet by its ID, including its text, note, parent, completion state and timestamps.

• Action
  List bullets

  Lists Workflowy bullets — the children of a given bullet, or the top-level bullets when no parent is given.

• Action
  List targets

  Lists the saved target locations in Workflowy — the places this connection is allowed to add bullets to.

• Action
  Move a bullet

  Moves a Workflowy bullet under a different parent bullet, optionally at a specific position among its new siblings.

• Action
  Uncomplete a bullet

  Un-checks a completed Workflowy bullet, putting it back to not-done.

• Action
  Update a bullet

  Updates an existing Workflowy bullet's text, note or layout. Anything left blank is left as it is.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.